Financial Planning Topics

Following is a list of Financial Planning Topics that are available as part
of a Financial Plan or as-needed advice. (WWM does not typically do
standalone Financial Plans or as-needed advice apart from the Wealth
Management process.)

*WWM does not prepare tax returns, determine cost basis or
prepare estate-planning documents. If required, these services are provided
by other professionals for a fee. WWM gives advice on insurance, but does
not sell insurance products. Insurance products are purchased from an
insurance agent, who typically earns a commission on the policy/contract.